QuickBooks Online Cleanup, Catch-Up & Monthly Bookkeeping

Small business bookkeeping based in Atlanta, GA · Helping businesses nationwide

FulCharB
[ ful-char-bo ]noun

Full Charge Bookkeeping:

Taking responsibility for the complete accounting cycle — from recording transactions and reconciling accounts to managing A/R, A/P, payroll, sales tax compliance, and producing clear financial reports.

See also: accurate books, organized finances, stronger decisions.

THE FULCHARBO DEFINITION

At FulCharBo, we help small business owners clean up, catch up, or set up your QuickBooks Online so your books are accurate and reliable. Then we keep them that way with ongoing monthly bookkeeping and the financial support services your business needs to grow with confidence.

1. BOOKS THAT BUILD PROCESS™
CLEAN UP CATCH UP SET UP

CLEAN UP

Fix errors. Organize. Bring order to your books.

CATCH UP

Get your books up to date and accurate.

SET UP

Set up QuickBooks the right way for long-term success.

2. ONGOING MONTHLY BOOKKEEPING

DOWNLOAD TRANSACTIONS

Securely download bank and credit card transactions.

CATEGORIZE TRANSACTIONS

Accurately categorize all transactions.

RECONCILE ACCOUNTS

Reconcile all bank and credit card accounts.

FINANCIAL REPORTS

Produce primary financial reports you can rely on.

PRIMARY FINANCIAL REPORTS
Profit & Loss Balance Sheet A/R Aging A/P Aging
3. FINANCIAL SUPPORT SERVICES

ACCOUNTS RECEIVABLE (A/R)

Invoicing, collections, and cash flow support.

ACCOUNTS PAYABLE (A/P)

Bill pay, vendor management, and more.

PAYROLL

Accurate payroll processing and filings.

SALES TAX COMPLIANCE

Track, calculate, and file with confidence.

FINANCIAL REPORTING

Custom reports and insights for better business decisions.

ADVISORY SOLUTIONS

Budgeting, forecasting, KPI tracking, and decision-support reporting.

Certified QuickBooks
ProAdvisor Level II
QuickBooks
Online Specialists
QBO Specialists
Cleanup
Projects
Monthly
Bookkeeping
20+ YEARS
FINANCIAL EXPERIENCE
20+ Years Experience
Intuit Certified Bookkeeping Professional badge QuickBooks ProAdvisor Level I certification badge QuickBooks ProAdvisor Level II certification badge QuickBooks Payroll ProAdvisor badge Intuit QuickBooks Certified ProAdvisor Gold badge

What Is Your Current Situation?

These are the common bookkeeping and reporting problems many growing businesses run into. See which ones sound familiar.

Your Books & Reports

  • Your numbers are always behind.
  • The balance in QuickBooks doesn't match the bank.
  • Reports exist, but nobody uses them to make decisions.

CPA & Tax Problems

  • Surprise tax bills keep showing up.
  • Your CPA is constantly asking for cleaner records.
  • You're not sure your books are actually tax-ready.

Money Slipping Through the Cracks

  • Money is leaking out without anyone noticing.
  • Unpaid invoices and missed charges add up.
  • You can't see where cash is really going.

Cleanup & Catch-Up Problems

  • Months (or years) of books need catching up.
  • Past mistakes were never properly fixed.
  • You need a clean starting point you can trust.

Time & Overwhelm

  • Bookkeeping eats your nights and weekends.
  • You're doing the books instead of running the business.
  • It always feels behind and never truly done.

Payroll & Compliance

  • Payroll and sales tax deadlines sneak up on you.
  • You're worried something's being filed wrong.
  • Staying compliant feels like a moving target.

Most businesses don't realize how much bookkeeping problems affect decisions, taxes, cash flow, and growth — until the problems start piling up.

Get My Snapshot Score
Books That Build Process™

How Working Together Looks

Wherever you start, your books have a Score from 0 to 10. Our whole job is to move it up — then hold it there. Here's how that works, step by step.

1

Discovery: Get Your Discovery Score (free)

SCORE— /10your gut check

Answer the 6 quick questions and run the cost calculator above. In about 60 seconds you get your Discovery Score and a dollar figure on what messy books may be costing you. No email needed to see your number.

2

Snapshot: Get Your Snapshot Score (free · 72 hours)

SCORE5 /10your real starting point

We start with a free 15-minute call. Then, only when you're comfortable, you grant secure read-only access to your QuickBooks. Within 72 hours we build your Snapshot and give you your file-verified Snapshot Score — plus at least one real problem we found, with the actual dollar amount it's costing you. Yours to keep, even if we never work together.

3

Diagnostic: Get Your Diagnostic Score (paid · money-back guaranteed)

SCORE5 /10graded area by area

If it's worth going deeper, the Diagnostic is a 10–20 page report that scores every area of your books on a 0–10 scale — reconciliations, clearing accounts, balance sheet, P&L, tax tie-out — ties each finding to its source document, and gives you a fixed price to fix it. Money-back guaranteed.

4

Cleanup: Watch Your Score Climb (paid)

SCORE5 → 9climbing

We fix everything the Diagnostic found — match every account to the bank, clear out the catch-all accounts, sort income and costs the right way, correct opening balances, handle 1099s. Your Score climbs from where it started toward a 9+. We finish with a 60-minute handoff so you actually understand your numbers, not just that they're fixed.

5

Monthly: Hold Your Score (ongoing)

SCORE9 /10held

Books closed by the 15th, with a Profit & Loss and Balance Sheet you can trust. Monthly bookkeeping holds your Score every month so the books never drift back — reconciled, categorized, and current.

6

Advisory: Put Your Score to Work (ongoing)

SCORE9+ /10working for you

Once your books are clean and held, the numbers turn into decisions. We add KPI tracking, budgeting, and forecasting — so your Score isn't just maintained, it's working for you: which parts of the business make money, where cash is going, and what to do next.

Scores shown are an example of a typical climb — your real numbers come from your Snapshot and Diagnostic.

READY TO FIX YOUR BOOKS?

Start with a free 15-minute call — or see a real Snapshot sample first. Either way, you'll walk away knowing your Snapshot Score. No pitch, no pressure.

Schedule a free 15-minute call

We answer your questions and walk you through exactly how the free Snapshot works — and how you'll get your Snapshot Score. You stay in control the whole way.

See a real Snapshot sample

See exactly what your Snapshot Report looks like — the same file-based read we run on your books, with your Snapshot Score — sent straight to your inbox.

FulCharBo

Strong Books. Stronger Decisions.

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